证券日报网讯网宿科技11月10日在互动平台回答投资者提问时表示，截至2025年10月31日，公司股东总 户数为176190户。 （文章来源：证券日报） ...

证券代码：300017 证券简称：网宿科技 公告编号：2025-092 网宿科技股份有限公司 关于为控股子公司提供担保的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、担保情况概述 网宿科技股份有限公司（以下简称"公司"）于 2025 年 10 月 24 日召开的 第六届董事会第二十九次会议和第六届监事会第二十七次会议审议并通过了《关 于为控股子公司提供担保的议案》，为支持公司控股子公司 CDNetworks Europe,Co.Ltd.（以下简称"CDNW Europe"）的业务拓展，董事会同意在确保 规范运作和风险可控的前提下，使用公司在花旗银行(中国)有限公司上海分行的 授信额度为 CDNW Europe 向 CitiBank N.A. London 申请授信开具备用信用证， 公司对该备用信用证的开立承担清偿责任。本次担保的额度不超过 23 万英镑或 等值美元，担保方式为信用担保。担保额度的有效期为自公司第六届董事会第二 十九会议审议通过之日起一年，有效期内未使用，则额度失效。实际担保期限为 担保合同或相关文件签署后，CDNW Europe 向 ...

Investment Rating - The report maintains a "Positive" investment rating for the computer industry [10] Core Insights - The computer industry has shown steady revenue growth in the first three quarters of 2025, with total revenue reaching 482.3 billion yuan, a year-on-year increase of 5.1% [2][4] - The industry has achieved a significant increase in net profit, with a total of 12.41 billion yuan, up 184.0% year-on-year, surpassing levels from the same period in 2022-2024 [5][24] - Cost control measures have proven effective, stabilizing gross profit margins and enhancing profitability [5][25] - The report suggests focusing on domestic AI chains as a core area for future investment [2] Revenue Summary - The computer industry’s total revenue for Q1-Q3 2025 reached 482.3 billion yuan, with a year-on-year growth of 5.1% [2][4] - As of Q3 2025, contract liabilities in the industry reached 95.57 billion yuan, reflecting a year-on-year increase of 9.6% and a quarter-on-quarter increase of 7.5% [20] Profit Summary - The overall net profit for the computer industry in Q1-Q3 2025 was 12.41 billion yuan, marking a substantial year-on-year increase of 184.0% [5][24] - The gross profit margin for the industry was 31.71%, showing a slight year-on-year decline of 1.1 percentage points, but indicating signs of stabilization [25][31] Cash Flow Summary - The operating cash flow for the computer industry improved, with a net cash flow of -19.69 billion yuan, an increase of 15 billion yuan or 43.3% year-on-year [6][38] - Accounts receivable decreased by 0.4% year-on-year, marking the first negative growth in five years, indicating improved cash flow management [6][37] Segment Analysis - AI Demand: The AI sector has shown robust revenue growth, with a total revenue of 21.84 billion yuan in Q1-Q3 2025, up 15.7% year-on-year [49] - G-end Demand: The traditional G-end demand is expected to gradually improve, with the Xinchuang sector benefiting from new rounds of bidding [46] - B-end Demand: Most segments in the B-end are experiencing recovery, although profit points remain unclear [48]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 网宿科技股份有限公司（以下简称"公司"）第六届董事会第二十九次会 议决定于2025年11月14日（星期五）下午14:30召开2025年第二次临时股东会， 公司于2025年10月27日在巨潮资讯网（http://www.cninfo.com.cn/）上披露了 《关于召开2025年第二次临时股东会的通知》（公告编号：2025-089）。本次 股东会将采取现场投票和网络投票相结合的方式召开，根据相关规定，现将有 关事项再次提示如下： 一、召开会议的基本情况 证券代码：300017 证券简称：网宿科技 公告编号：2025-091 网宿科技股份有限公司 关于召开 2025 年第二次临时股东会的提示性公告 1、股东会届次：2025年第二次临时股东会 2、股东会的召集人：董事会 3、经本公司第六届董事会第二十九次会议审议通过，决定召开2025年第二 次临时股东会。本次会议的召集、召开符合《中华人民共和国公司法》《深圳 证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第2 号—创业板上市公司规范运作》等法律、行 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [3][6]. Core Insights - The company focuses on digital transformation services, leveraging edge AI and real-time communication technologies to enhance user experience across various sectors [2]. - The company has seen significant growth in profitability, with a notable increase in net profit by 43.60% year-on-year for the first three quarters of 2025 [5]. - The company is optimizing its business structure by focusing on its core areas of CDN and edge computing, while also expanding its security and value-added services [5][6]. Financial Performance Summary - For the first three quarters of 2025, the company reported revenue of 3.492 billion yuan, a decrease of 3.27% year-on-year, while net profit reached 616 million yuan, an increase of 43.60% [5]. - The gross margin and net margin for the first three quarters of 2025 improved to 34.52% and 17.64%, respectively, reflecting a year-on-year increase of 4.07 percentage points and 5.76 percentage points [5]. - The company’s revenue projections for 2025-2027 are estimated at 4.750 billion, 5.096 billion, and 5.651 billion yuan, with corresponding net profits of 766 million, 863 million, and 966 million yuan [6][7]. Business Strategy and Market Position - The company is actively expanding its overseas market presence, achieving near-complete coverage in Southeast Asia and establishing connections with over 80% of major operators in the Middle East [5]. - The company has divested from its MSP business and sold part of its equity in Cloudsway Pte. Ltd., focusing on high-quality development and refined operations [5][6]. - The company’s security and value-added services have seen an increase in revenue contribution, rising to 29.52% of total revenue in the first three quarters of 2025 [5].

Core Viewpoint - Wangsu Technology's stock price has shown fluctuations, with a recent decline of 2.08% and a year-to-date increase of 9.59% [1] Financial Performance - For the period of January to September 2025, Wangsu Technology reported a revenue of 3.492 billion yuan, a year-on-year decrease of 3.27%, while the net profit attributable to shareholders was 616 million yuan, reflecting a year-on-year growth of 43.60% [2] Shareholder Information - As of October 20, 2025, the number of shareholders for Wangsu Technology was 178,000, a decrease of 0.39% from the previous period, with an average of 12,947 circulating shares per shareholder, which increased by 0.39% [2] - The company has distributed a total of 2.169 billion yuan in dividends since its A-share listing, with 1.338 billion yuan distributed over the last three years [3] Stock Market Activity - On November 5, 2025, Wangsu Technology's stock was trading at 11.31 yuan per share, with a total market capitalization of 27.816 billion yuan [1] - The stock experienced a net outflow of 24.76 million yuan in principal funds, with significant selling pressure observed [1]

11月4日，网宿科技盘中下跌2.05%，截至14:17，报11.49元/股，成交5.74亿元，换手率2.15%，总市值 282.59亿元。 资金流向方面，主力资金净流出9263.29万元，特大单买入2472.81万元，占比4.31%，卖出7590.14万 元，占比13.22%；大单买入1.27亿元，占比22.15%，卖出1.69亿元，占比29.37%。 网宿科技今年以来股价涨11.34%，近5个交易日跌0.09%，近20日跌0.09%，近60日涨3.70%。 资料显示，网宿科技股份有限公司位于上海市徐汇区斜土路2899号光启文化广场A幢5楼，成立日期 2000年1月26日，上市日期2009年10月30日，公司主营业务涉及为客户在全球范围内提供内容分发加速 服务(CDN)、互联网数据中心(IDC)服务及云计算服务。主营业务收入构成为：CDN及边缘计算 64.34%，安全及增值服务27.51%，IDC及液冷5.36%，商品销售及其他2.79%。 网宿科技所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：中盘、超高清、网络安 全、信息安全、MCP概念等。 截至10月20日，网宿科技股东户数17.80 ...

Market Performance - The IT services sector increased by 1.47% on November 3, with Rongke Technology leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Top Gainers in IT Services - Rongke Technology (300290) closed at 29.69, up 12.04% with a trading volume of 709,800 shares and a transaction value of 2.072 billion [1] - Huina Technology (300609) closed at 45.59, up 11.79% with a trading volume of 203,300 shares and a transaction value of 920 million [1] - Shenzhou Information (000555) closed at 20.85, up 10.03% with a trading volume of 2,181,600 shares and a transaction value of 4.294 billion [1] Market Capital Flow - The IT services sector experienced a net outflow of 453 million from institutional investors, while retail investors saw a net inflow of 238 million [2] - The overall net inflow from speculative funds was 214 million [2] Individual Stock Capital Flow - Huasheng Tiancai (600410) had a net inflow of 289 million from institutional investors, but a net outflow of 84.074 million from speculative funds [3] - Shenzhou Information (000555) saw a net inflow of 248 million from institutional investors, with a significant outflow of 1.46 billion from speculative funds [3] - Zhongke Xingtai (688568) had a net inflow of 186 million from institutional investors and a net inflow of 266 million from speculative funds [3]

Core Viewpoint - Wangsu Technology is a leading internet service provider in China, specializing in content delivery network (CDN), internet data center (IDC), and cloud computing services, with a strong technical and service advantage [1] Financial Performance - In Q3 2025, Wangsu Technology reported revenue of 3.492 billion yuan, ranking 17th out of 131 in the industry, significantly lower than the top competitors, but above the industry average of 283.3 million yuan [2] - The net profit for the same period was 611 million yuan, ranking 4th in the industry, outperforming the industry average net profit of 25.96 million yuan [2] Profitability and Financial Health - The asset-liability ratio for Q3 2025 was 15.23%, lower than the previous year's 18.34% and the industry average of 38.93%, indicating strong debt repayment capability [3] - The gross profit margin increased to 34.52% from 30.45% year-on-year, surpassing the industry average of 29.96%, reflecting improved profitability [3] Executive Compensation - Chairman Li Boyang's salary for 2024 was 4.333 million yuan, an increase of 809,500 yuan from 2023 [4] - General Manager Hong Ke's salary for 2024 was 4.4416 million yuan, a slight increase of 27,600 yuan from the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 0.46% to 177,200, while the average number of shares held per shareholder increased by 1.02% to 13,000 [5] Market Outlook and Business Expansion - According to CICC, Wangsu Technology's net profit attributable to shareholders grew by 43.6% year-on-year in the first three quarters of 2025, aligning with market expectations [6] - The company is expanding its overseas business, achieving near-total coverage in Southeast Asia and connecting with over 80% of mainstream operators in the Middle East [6] - The company is focusing on AI and international business opportunities, with a service network covering over 200 countries [6]

Financial Performance - In the first three quarters of 2023, the company achieved operating revenue of 3.492 billion yuan, with third-quarter revenue of 1.141 billion yuan, reflecting a quarter-on-quarter growth of 2.3% [1] - The net profit attributable to shareholders for the first three quarters was 616 million yuan, representing a year-on-year increase of 43.6% [1] - The non-deductible net profit for the same period was 348 million yuan, showing a year-on-year growth of 14.73% [1] Product Development and Innovation - The company launched a new edge AI real-time interactive voice product, integrating global edge node networks, ultra-low latency real-time communication (RTC) technology, and full-stack AI capabilities [2] - The edge AI platform empowers key sectors such as IoT, broadcasting, healthcare, and AI technology, enhancing user experience and operational efficiency [2] - Specific applications include a smart control solution for massage chair manufacturers, improving performance by 60%, and an intelligent customer service system for a leading pharmaceutical retailer, reducing manual verification costs by 40% and increasing patient trust by 50% [2] Security and Digital Transformation - The company is focusing on proactive security measures across various sectors, including smart manufacturing, education, media, entertainment, and government [3] - Utilizing SASE capabilities, the company restructured global office networks for notable clients, enhancing collaboration and establishing a zero-trust architecture for content security [3] - Future plans include continuing to focus on industry needs, particularly in AI, to provide smarter, safer, and more efficient digital services, thereby enabling digital transformation across various industries [3]